The votes from yesterday’s midterm elections are largely tallied and it appears that Democrats have taken control of the House while Republicans have likely added to their control of the Senate. With a sitting Republican President, what does this mean for the markets going forward? To answer this question, we are well served to look back on similar times in our history. Looking at the data, it appears this might be a good outcome for the stock market. History shows that a divided congress typically produces double digit returns. Read More

Recent whipsaw action in the stock markets is a classic reminder why we do not put all of our money in one area of the market and we do not want to chase returns. Rather, we support a strategic approach to investing that allocates to multiple asset classes. Read More

Major changes are coming to 3 popular sectors of the market. Historically small changes to broad market indices happen relatively often as result of mergers, buyouts, growth/failure of companies. However, broad adjustments to indices particularly sector indices are very rare. Read More

The man who manages investment portfolios for some of the most prominent individuals and foundations in Kentucky is celebrating his 50th year in the financial advisory business. Tom Martin talks with Jack Russell, founding partner and Chief Executive Officer of Russell Capital Management. Read More

Greetings! I hope your summer is off to a terrific start. Trade, technology (privacy), and earnings remain top headlines. Additionally, many of the pundits and financial press are fixated on the question of recession. I certainly do not see one right around the corner, nor do I think when it comes it will pack anything like the punch of the 2008 “Great Recession.” It is important to recall that not all recessions are as long or as widespread as the last one. Read More

Justin Sautter, (Sr. Partner at Ky-based Russell Capital Management), & Bob Eidson (Co-Founder, The Bourbon Review) sat down recently to discuss the thematic intersections between Bourbon & Investments. The two share a background in entrepreneurship and the financial markets, along with an admiration of Bourbon. While there are numerous similarities, they picked five themes in which Bourbon & Investments are alike.

We are looking for a motivated Marketing Intern for the 2018 summer. The internship program at Russell Capital is a structured learning experience geared towards allowing our interns to obtain real-world marketing experience. As an intern, you will gain exposure to a corporate office setting, become familiar with the responsibilities and daily duties of a marketing department, and complete tasks essential to the workings of the firm. Read More

For the past year many folks have been asking when will volatility return to the stock market? Well, it appears as if it finally has. So, I want to share a few thoughts after studying recent headlines, index averages and industry analysis. Hopefully, this will provide some context on the recent correction.

Recently several well-known philanthropic organizations have taken big steps to align their investment policies with their philanthropic or mission related goals. As we embark on 2018, now is a good time to consider if you would like to have your investments more in line with your own beliefs. Is this a step you want to take personally, or for a foundation or charity in which you are active?

Wow! What a year we have had in the markets. We can only hope that 2018 finishes just as strong. I suspect that politics, interest rates and international relations will again be the deciders of that unknown.

The Endow KY Tax Credit pool will become available on July 1, 2017, and is available through the Blue Grass Community Foundation. This program offers you the opportunity to receive state tax credit toward your Kentucky Income Tax after making a contribution to permanent endowment funds at qualified community foundations.

With all that’s transpired since the election, this title was just way to easy, wasn’t it? James Bond made it seem easy, but it looks like it might take more than a booby-trapped briefcase, explosive pen or bullet proof Aston-Martin for President-elect Donald Trump to accomplish his mission over the next few years.

The Federal Reserve voted on December 14 to raise its key interest rate by 0.25% to a range of 0.5% to 0.75%. This is only the second time in the past decade we've seen such a decision. Read more to find out what this hike could mean for you as a consumer.